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Getting started

Plan your first VartaFlow workspace and WhatsApp customer journey before connecting production data or inviting a full team.

1 min read · 99 words.

Begin with one defined customer journey, its consent source, owner and success condition. Confirm account access and current WhatsApp Business Platform requirements with an authorised administrator. Product screenshots and exact onboarding steps will be added after the production interface is verified.

Launch checklist

Document the audience, approved wording, response owner, escalation path, required integration data and test cases. Use non-sensitive test contacts until access and retention controls have been reviewed.

Run the complete journey with expected, missing and repeated inputs. Record who approves production activation and who can stop the journey if customer impact differs from the test.

Account setup

Prepare workspace ownership, team roles and business details for a controlled VartaFlow account configuration process.

Team inbox

Establish conversation assignment, queue ownership, escalation and resolution practices for a shared WhatsApp team inbox.

Contacts

Plan contact fields, consent records, ownership and lifecycle rules before importing customer data into VartaFlow.

Put the ideas into a working WhatsApp journey

Start with VartaFlow or talk with our team about your workflow.